Peninsula Community Health Services 403(b) Plan
Sponsored by Peninsula Community Health Services · EIN 943079770 · Plan #002 · Bremerton, WA
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 278
- With balances
- 462
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Integrated Wealth Concepts Llc CRD 284656 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $45,592 |
| Admin Partners Llc | Contract administrator | $12,190 |
| Intergrated Wealth Concepts Llc | Investment advisory (plan) | $6,306 |